Manage finances by connecting bank and credit card accounts to track cash flow and expenses. Scan and organize automatically. Create and send invoices with custom templates. Set reminders for pending payments.
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
Track expenses with categorized entries and custom tags. View monthly summaries and spending trends. Set budgets and receive alerts for overspending. Export data in CSV format and sync across devices.
View all Resource Bank accounts in one place. Check balances, transfer funds, and monitor transactions in real time. Set up alerts, manage budgets, and access account statements. Securely deposit checks via photo and control account access remotely.
Check account balances and review transactions. Set alerts for account activity. Transfer funds internally or externally. Link external bank accounts. Manage budgets and track spending. Securely access financial tools on multiple devices.
Scan receipts, bills, and invoices to extract store name, date, tip, and tax details. Categorize automatically. Set reminders for tax deductions. Generate instant expense reports. Store documents securely. Track spending patterns over time.
Check balances and review account activity. Make transfers between accounts. Deposit checks by photo. Enable Touch ID or Face ID for secure access. Lock or unlock debit or credit cards remotely. Set up alerts for account activity.
The app provides mobile check deposit, financial wellness tracking, and an account dashboard. Users can manage cards, transfer funds, pay bills, and find branches or ATMs.
Track by scanning receipts and logging transactions. Organize receipts into folders. Generate customizable PDF, CSV, and ZIP reports. Calculate tax deductions and mileage . Export data for tax filing and financial record-keeping.